Source: Content compiled from Yahoo Finance, thank you.
TSMC announced on the 13th that it will release optimistic information about its full-year operations. Chairman Liu Deyin set the tone that "this year will still be a good year." He emphasized that the continued growth trend of the wafer foundry industry is clear, and TSMC's growth It will also be better than the industry average.
5G and high-efficiency computing continue to drive growth.
TSMC expects that, excluding memory, the output value of semiconductor will increase by approximately 9% annually this year, and the output value of wafer foundry will increase by approximately 20% annually. TSMC’s revenue in US dollars is expected to grow by 25%. -29%. Liu Deyin explained that TSMC's continued growth momentum is mainly due to strong demand from system manufacturers, including the continued expansion of outsourcing orders from IC design and IDM factories. Compared with other industries, this year's semiconductor industry will still be a good year.
At the end of last year, Liu Deyin was asked about the trend of semiconductors in the next 10 years. He once said that the growth of semiconductors will be more than twice as high as the electronic product market. It is expected that the global semiconductor output value will reach 1 trillion US dollars in 2030 and promote 3 The electronic product market is growing from US$1 trillion to US$4 trillion.
Liu Deyin also explained that semiconductors used to rely on transistor shrinkage. In the future, there will be more demand for computing speed and efficiency improvements. Advanced technology and 3D packaging technology must go hand in hand.
At this conference, Liu Deyin further explained that although it is currently impossible to predict the situation in 2030, it is a common view in the industry that the output value of the semiconductor industry will reach US$1 trillion, mainly driven by demand such as 5G, HPC (high-efficiency computing), and TSMC Advanced technologies can provide effective solutions and accelerate digital transformation.
In the future, virtual and real world will be integrated, and AR/VR may replace mobile phones and computers.
In the long term, Liu Deyin also feels that the technology industry may see another paradigm shift from to . He has also pointed out in the past that the geopolitical situation may have short-term impacts, but the best technology, manufacturing and economic ecology are the decisive factors for the future of semiconductors. Taiwan can lead the global semiconductor industry into a more exciting decade.
He explained that under the epidemic, human life has changed a lot. The world has accelerated digitization. Remote work, learning, e-commerce and the sharing economy, which originally took more than 10 years to evolve, have entered people's lives in just one year. Let the demand for semiconductors continue to increase.
Liu Deyin also feels that the real and virtual worlds will be combined in the next 10 years, and said that the metaverse hardware has been developed for many years, augmented reality (AR) may replace mobile phones in the future, and virtual reality (VR) may replace If computers (PCs) are to replace the popularity of mobile phones in the future, weight, volume and resolution sensors will be very important and will promote semiconductor innovation and progress.
Liu Deyin emphasized that cost reduction was the main economic driver of semiconductors in the past. The development of semiconductor technology is now close to the exit of the tunnel. There will be no restrictions outside the tunnel and requires innovation and clear vision.
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